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WMS Partners Senior Advisor Interview by NAPFA

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WMS Partners is pleased to share that Senior Advisor and Shareholder, Chad J. Norfolk, CFP®, was recently interviewed by The National Association of Personal Financial Advisors (NAPFA) about the history of WMS Partners and our approach to offering Family Office Services.

NAPFA is the country’s leading professional association of Fee-Only financial advisors.

Check out this snippet:

"Rather than channel everything through two or three employees, we give clients a 70-person team with deep investment, advisory, and estate-planning expertise," he says. "Clients get access to a larger pool of ideas and avoid more financial ‘blind spots.’"

You can read the full article here.



About WMS Partners: Founded in 1993, WMS Partners (www.wms-partners.com) is the largest independent wealth management firm in the Baltimore region, built on an “Open Family Office” philosophy that brings sophisticated wealth planning advice, investing, and other services to a wide circle of clients. WMS Partners manages approximately $4 billion in client assets, with 70 employees.